Jason M. Kolinsky,  CFP<sup>&reg;</sup> - Financial Advisor

Jason M. Kolinsky, CFP®

CERTIFIED FINANCIAL PLANNER(tm) Professional

Kolinsky Wealth Management, LLC.

500 N Franklin Turnpike, Suite 104
Ramsey, NJ 07446
(201) 474-4014

General

Jason Kolinsky is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kolinsky Wealth Management, LLC. in Ramsey, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NJ, NY, CT, FL, GA, NC, PA, ME
  • Health/disability insurance: NJ, NY, CT, FL, GA, NC, PA, ME
  • Fixed annuities: NJ, NY, CT, FL, GA, NC, PA, ME
  • Variable annuities: NJ, NY, CT, FL, GA, NC, PA, ME

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth

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